Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

What happens when courts override presidents and investors exhale?

Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk.

Is China's AI stock rally a true Sputnik moment—or just another headline-fueled sugar high?

Michelle and Arun Pai of Monk’s Hill Ventures dig into Gushengtang, Bairong, DeepSeek, and more.

Plus, why Salesforce is making an $8 billion move on Informatica—and what it signals about the AI arms race.

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures.

See omnystudio.com/listener for privacy information.

Episoder(3723)

Money and Me: How likely and to what extent could Singapore Banks suffer credit losses?

Money and Me: How likely and to what extent could Singapore Banks suffer credit losses?

What does the potential headwind of "higher-for-longer inflation" mean for Singapore banks across their entire portfolio? Michelle Martin finds out with Rena Kwok, Credit Analyst, Bloomberg intelligen...

31 Aug 20227min

Market View Minute: Bright spots in a gloomy market

Market View Minute: Bright spots in a gloomy market

The mood in the markets is gloomy these days — and some investment banks, like Credit Suisse, say it may be better to keep more of your money on the sidelines, at least for the near term — but that do...

31 Aug 20223min

Market View: Pinduoduo to the moon, BYD strong profits, GoTo Hatten Land, Ambani + Adani, US Fed shrinks portfolio

Market View: Pinduoduo to the moon, BYD strong profits, GoTo Hatten Land, Ambani + Adani, US Fed shrinks portfolio

Michelle Martin and Ryan Huang help unpack the details behind Pinduoduo's latest earnings results, which saw its numbers beating estimates. They also explore the factors contributing to BYD's strong p...

30 Aug 202220min

Market View Minutes: Property or fast food? Which are investors looking at?

Market View Minutes: Property or fast food? Which are investors looking at?

Jollibee’s is one of the most famous Filipino brands, and it has an aggressive expansion plan. But is it a good investment? We’ll see what the analysts are saying as we also examine a property company...

30 Aug 20222min

Money and Me: How one Reddit Review spiked a huge increase in this company's sales

Money and Me: How one Reddit Review spiked a huge increase in this company's sales

We meet the founder of All Citizens, a performance menswear company, 32-year old Danny Charbonnet. The brand counts 20,000 customers in America and Canada to date, plans to expand into the United King...

30 Aug 202220min

Market View: Fed Jerome Powell speech recap, September Slump, Sinopec, Amazon, Apple AR/VR Headset, Chinese economic growth

Market View: Fed Jerome Powell speech recap, September Slump, Sinopec, Amazon, Apple AR/VR Headset, Chinese economic growth

What were some of the highlights of Fed Jerome Powell's recent speech and how are markets responding to it so far? As the Federal Reserve continues to slow the economy, which dividend stocks are worth...

29 Aug 202221min

Money and Me: How is Guardant Health improving clinical outcomes for cancer patients?

Money and Me: How is Guardant Health improving clinical outcomes for cancer patients?

Simranjit Singh is the CEO of Guardant Health, a precision oncology company that launched the first FDA-approved blood test for genomic testing across all solid cancers about 2 years ago. And just rec...

29 Aug 20229min

Market View Minute: Thompson Medical Groups surge in profits

Market View Minute: Thompson Medical Groups surge in profits

Running vaccination clinics pays off for Thomson Medical which is reporting banner profits and dividends. How much? Michelle Martin finds out in Market View MinutesSee omnystudio.com/listener for priv...

29 Aug 20222min

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